Your CRM provides an easy way of sending agreements to your leads or merchants for eSignature. For more information on this feature please see our article on Sending Agreements for E-Signature.
To manage your E-Signature settings go to Manage > E-Signature > Manage E-Signature Settings in the navigation sidebar.
The Manage eSignature page allows you to configure the basic E-Signature settings, create or edit your confirmation pages and help banners, and upload public documents (such as T&C documents):
Configuration
The basic E-Signature settings are shown on the Configuration tab. Below is a more detailed description of the available settings:
OAuth Token Settings - These settings are reserved for use only by the Merchant Central support team.
Add eSignature Audit Trail to all digitally signed forms — When a form is electronically signed an Audit Trail can be automatically attached at the end of the document. Updating this option will only affect forms going forward.
Sync the Lead with new information from signed forms — If enabled, then the new information that the signer enters on the e-signature page will be imported back into the Lead.
Note that the new information entered by the signer may be in conflict with the information that was sent to the e-signature document. For example, the signer's address may have been entered incorrectly on the lead page, and once the e-signature document is generated, the signer enters the correct address on the e-signature page.
In this case a data conflict arises as the system doesn't know which of the two addresses is correct. You can manage these types of conflicts in one of two ways:
- By importing the new information received from the e-signature page to the lead automatically (while overwriting the information that was saved on the lead originally).
- By disabling automatic import of new information, and instead reviewing and deciding which information to import for each e-signature document.
For more information on the second point please see our article on: Transferring Data From E-Signature Page To Lead
To choose what happens when there is a data conflict select the appropriate option under the "Sync the Lead..." option:
Sender Name — The Sender Name is the name which appears in the automated system emails sent to the user who generated the E-Signature form. The sender information is also used for the Open and Conflict email notifications.
Sender Email — Same as with the Sender Name.
Open Notification — The Open Notification email is sent to the sender when the recipient opens the form for e-signing. This notification email is limited to one email per form per day.
Conflict Notification — If there is conflicting information when syncing a lead with a signed form, the sender receives this notification to review and resolve the conflicts. For example, if the person signing the form changes the mailing address, the sender can choose to keep the original address on the lead or use the new address from the signed form.
To edit the email templates used for Open and Conflict notifications click on the icons provided next to these two dropdowns and your template will open in edit mode on the Email Templates Customization page:
Confirmation Pages
When a user signs an e-signature document they are automatically redirected to a confirmation page.
You can customize the look and the content of the confirmation page in the Confirmation Pages tab:
To edit a page, first select it in the "Choose Page" drop-down (if you've set up more than one confirmation page):
Alternatively, if you're creating a new confirmation page, click on the "New Page" button and enter the name of your page in the pop-up that appears.
Once you save your changes, the new page appears in the "Choose Page" drop-down where you can then select it.
To change the style and content of the page edit the HTML code in the provided HTML box:
While you are editing your HTML code, you can also insert placeholders into the appropriate locations in the code.
For example, to insert the Sales Rep's email placeholder in the code, click on the spot in the HTML code where the email should be shown and then select the Email Address placeholder from the Placeholder drop-down:
In order to add an image to your confirmation page, click on the Static Assets button next to the HTML code box:
You can upload .jpeg, .png or .gif images. In order to insert an image into your confirmation page, click on the spot in the HTML code where the image should appear and then click on the appropriate image in the Static Assets box.
A new image placeholder is then automatically inserted in the spot that you selected.
Once you've finished editing your confirmation page you can preview it using the Preview button, and then you can save your changes by clicking the Save Changes button.
If you no longer need a specific confirmation page, you can delete it using the Delete button:
Help Banners
While a lead or a merchant is reviewing your e-signature document, you may optionally display a help banner on the e-signature page as shown in the below example:
The help banners can be created and edited on the Help Banners tab in the same way as the E-Signature confirmation pages described earlier:
Public Documents
On the Public Documents tab, you can create public HTML pages or upload public files that your clients can access or download.
This option is typically used for posting Terms & Conditions and other similar documents.
Once your HTML page or file is saved a link is automatically generated for that page or file. You can then paste this link into your PDF document.
To create a new public page click on the New Public Page button, enter the name of the page and save your changes:
The new page you added now appears in the Choose Public Page drop-down. You now also need to enter the name of the public page.
Once you do, an URL which links to your public page is automatically created:
You can now proceed to edit your HTML page in the same way as described earlier for confirmation pages.
If instead you prefer to upload a file, change the Document Type to File, and then upload your file.
Once you save the new document it becomes available for download at the provided URL location: